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Planned Giving Boot Camp

Thursday, April 17, 2008 at 9:00 AM - Friday, April 18, 2008 at 4:00 AM (ET)

Tampa, United States

Planned Giving Boot Camp

Ticket Information

Ticket Type Sales End Price Fee Quantity
Both Days - First Attendee Ended $399.00 $0.00
Both Days - Additional Attendee Ended $349.00 $0.00
First Day Only Ended $229.00 $0.00
Second Day Only Ended $229.00 $0.00

Event Details

Planned Giving Boot Camp
April 17-18, 2008

Join us for our two-day PLANNED GIVING BOOT Campseminar. Sharpen your marketing, cultivation and soliciting skills. Learn our Planned Gift Development System and take your performance to the next level.  All classes are taught by John Elbare, the PG-Coach.

We show you how to identify your best prospects, get them interested in planned giving and then solicit them for a gift. We teach you the PG-COACH's Planned Gift Development System so that you can attain consistent success. You will
learn how to:

FIRST DAY - Marketing & Soliciting
*Develop Your Planned Gift Marketing Plan
*Use Marketing Materials Effectively
*Identify Your Best Prospects
*Get Appointments with your Prospects
*Ask for  the Right Gift at the Right Time
*Working with Advisors

SECOND DAY - Overview of Planned Gifts
*Explain Planned Gifts to Your Donors in Plain English
*Planned Gift Administration
*Bequests and other Revocable Estate Gifts 

*Charitable Gift Annuities,
*Real Estate Gifts
*Gifts of Stock, Bonds & Mutual Funds
*Charitable Life Insurance
*Charitable Remainder Trusts

This is a practical nuts-and-bolts seminar that will help you achieve consistent success, whether you are a one-person shop or a large development office.  This not a theoretical presentation on planned giving.  You do not have to be an expert to solicit planned gifts. You will see results if you follow this system.  All attendees will receive a free Planned Giving Tool-Kit CD.